See income, debt load, and payment fit before you consult
The intake asks whether the prospect has steady income, is behind on payments, and is trying to catch up on a mortgage or car loan, then collects recent pay stubs and a list of debts so you see plan-eligible leads before booking a consultation.
The exact intake your chapter 13 wage earner plans leads complete
This is the real 8-question guided intake for Chapter 13 Wage Earner Plans — the same flow your customers finish before you ever pick up the phone.
What a qualified chapter 13 wage earner plans lead should tell you
A Chapter 13 wage earner plan is a court-supervised repayment arrangement for individuals with regular income who want to catch up on secured debt (like a mortgage or car loan) and pay down other debts over three to five years instead of liquidating assets.
- Live In United States
- Help With Own Personal
- Have Regular Income Right
- Behind On Payments Or
- Trying Avoid Losing Home
- Be Able Make Monthly
- Filed Bankruptcy Before
- In Active Bankruptcy Case
The questions your team needs answered
Every chapter 13 wage earner plans intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you live in the United States? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Are you looking for help with your own personal debts (not a business-only bankruptcy)? | Chapter 13 wage earner plans are for individuals, so a prospect looking for help only with business debts is a weaker fit for this specific filing type. |
| Do you have regular income right now (from a job, self-employment, benefits, or other steady source)? | Chapter 13 plans depend on ongoing income to fund the repayment schedule, so this answer determines basic eligibility for the subservice. |
| Are you behind on payments or struggling to keep up with bills (like credit cards, medical bills, loans, or taxes)? | A "yes" flags a higher-value, higher-urgency lead you’ll want to reach first. |
| Are you trying to avoid losing a home or car, or catch up on missed mortgage or car payments? | Wanting to catch up on a mortgage or car loan rather than liquidate assets is the core reason someone chooses Chapter 13 over Chapter 7. |
| Would you be able to make a monthly payment toward your debts if it were set at an affordable amount? | Confirming the prospect could realistically make an affordable monthly payment tests whether a repayment plan is a workable path for them. |
| Have you filed for bankruptcy before? | Separates real opportunities from leads that aren’t a fit yet. |
| Are you currently in an active bankruptcy case right now? | A prospect already in an active bankruptcy case generally isn't a fit for filing a new Chapter 13 case right now, which lowers the lead's fit for this subservice. |
How Cliont scores chapter 13 wage earner plans leads
Every answer is weighted automatically — no manual review required.
Value signals
- Live In United States: yes
- Help With Own Personal: yes
- Have Regular Income Right: yes
- Behind On Payments Or: yes
- Trying Avoid Losing Home: yes
- Be Able Make Monthly: yes
Lower-fit signals
- Filed Bankruptcy Before: no
- In Active Bankruptcy Case: no
See the lead your team receives
Chapter 13 Wage Earner Plan Lead
From first click to qualified lead
Follow people and businesses seeking counsel through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for chapter 13 wage earner plans workflows
| Cliont capability | Chapter 13 Wage Earner Plans application |
|---|---|
| Weighted scoring | Regular income, being behind on payments, and ability to make an affordable monthly payment carry the highest weights in the catalog, so leads with all three answered favorably surface as your strongest wage earner plan candidates. |
| Lower-fit flagging | Prior bankruptcy filings and active bankruptcy cases are marked as lower-fit signals rather than hard disqualifiers, letting your team decide case by case instead of losing the lead entirely. |
| Document collection in the intake flow | Pay stubs and a list of current debts are gathered alongside the income and payment-ability questions, so you're not starting the consultation from a blank file. |
| CRM routing | Once a prospect answers the personal-debt, income, and payment questions, the scored lead is pushed straight to your CRM instead of sitting in a shared inbox. |
Common chapter 13 wage earner plans lead scenarios
Facing foreclosure, wants to keep house
Prospect answers yes to falling behind on payments and trying to avoid losing a home, with steady income confirmed — the intake surfaces this as a strong Chapter 13 fit rather than a Chapter 7 candidate.
Steady income, no missed payments yet
Someone with regular income who isn't behind yet but is worried about affordability answers differently across q004 and q006, giving you a lower-urgency lead that still may want a consultation on debt structuring.
Already in an active case
A prospect who answers yes to currently being in an active bankruptcy case is flagged as lower fit, since a new Chapter 13 filing isn't the right next step while another case is open.
Prior filer, new debt problem
Someone who has filed for bankruptcy before but is not in an active case now still scores well if income and payment ability answers are strong — the prior filing lowers but doesn't disqualify the lead.
Business-only debt, no personal exposure
A caller looking for help with business debts only, with no personal liability, answers no on the personal-debt question and scores lower for a wage earner plan focused on individual filers.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More bankruptcy law intake templates
Chapter 13 Wage Earner Plans lead-intake FAQs
How does the intake tell whether a prospect actually has regular income?
One of the qualification questions asks directly whether the prospect currently has regular income from a job, self-employment, benefits, or another steady source, since Chapter 13 eligibility depends on that ongoing income to fund a repayment plan.
Can the intake flag prospects trying to save a home or car from foreclosure or repossession?
Yes — the catalog includes a specific yes/no question about trying to avoid losing a home or car or catching up on missed mortgage or car payments, which is one of the higher-weighted signals for this subservice.
What happens if someone says they're already in an active bankruptcy case?
That answer is treated as a lower-fit signal, since a person in an active case generally isn't a fit for opening a new Chapter 13 filing, and the lead is scored and routed to your CRM accordingly rather than treated as urgent.
Does the intake ask if the prospect could actually afford a monthly plan payment?
Yes, one question directly asks whether the prospect could make an affordable monthly payment toward their debts, which is a high-value signal for whether a Chapter 13 plan is realistic for them.
How are prior bankruptcy filers scored differently from first-time filers?
Having filed for bankruptcy before is a lower-fit signal in the scoring, but it doesn't disqualify the lead — it's weighed alongside income, payment ability, and whether they're currently in an active case.
Where do qualified Chapter 13 leads end up once someone completes the intake?
Completed, scored leads are sent to your CRM so your team can review the answers and route only plan-eligible prospects toward a consultation.
Turn chapter 13 wage earner plans visitors into qualified cases
Give every chapter 13 wage earner plans visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.